Civic Intelligence

Beale Foundation Inc.

990PF • Fiscal year 2023 • EIN 84-3188741

Jan 01, 2023 to Dec 31, 2023 • Filed on May 03, 2024

Organization Profile
1232 Fourier Drive 100Madison, WI 53717

(608) 233-8333

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

61st percentile

0.00x

Higher debt load relative to assets than 61% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Liabilities / Revenue

62nd percentile

0.00x

Higher debt load relative to revenue than 62% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Net Margin

9th percentile

-104%

Higher net margin than 9% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2023 filings • <$500k nonprofits • Source year 2023

Asset Growth

42nd percentile

-3.2%

Faster asset growth than 42% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets61st percentile

Assets

Down

$126,776

Down $4,212 (-3.2%) from 2022

Net Assets

Down

$126,776

Down $4,212 (-3.2%) from 2022

Liabilities

Flat

$1

Flat from 2022

Revenue And Expenses
Liabilities / Revenue62nd percentileNet Margin9th percentile

Revenue

Up

$4,058

Up $14,615 (+138%) from 2022

Expenses

Down

$8,270

Down $8,984 (-52%) from 2022

Net Income

Up

-$4,212

Up $23,599 (+85%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth42nd percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$200K$150K$100K$50K$0Assets 2019: $157,764Liabilities 2019: $02019Assets 2020: $160,052Liabilities 2020: $1Net Assets 2020: $160,0522020Assets 2021: $158,799Liabilities 2021: $1Net Assets 2021: $158,7992021Assets 2022: $130,988Liabilities 2022: $1Net Assets 2022: $130,9882022Assets 2023: $126,776Liabilities 2023: $1Net Assets 2023: $126,7762023Assets 2024: $115,677Liabilities 2024: $0Net Assets 2024: $115,6772024

Highlighted filing

2023

Assets$126,776
Liabilities$1
Net Assets$126,776
Open 2023 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$300K$200K$100K$0-$100KRevenue 2019: $230,974Expenses 2019: $28,943Net Income 2019: $202,0312019Revenue 2020: $19,444Expenses 2020: $17,156Net Income 2020: $2,2882020Revenue 2021: $3,046Expenses 2021: $4,299Net Income 2021: -$1,2532021Revenue 2022: -$10,557Expenses 2022: $17,254Net Income 2022: -$27,8112022Revenue 2023: $4,058Expenses 2023: $8,270Net Income 2023: -$4,2122023Revenue 2024: $5,546Expenses 2024: $16,645Net Income 2024: -$11,0992024

Highlighted filing

2023

Revenue$4,058
Expenses$8,270
Net Income-$4,212
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 3, 2024
Return Version
2023v5.0
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
John R BealePresident-$0--
Linda LA BealeVice President-$0--
John J BealeTreasurer-$0--
Stephanie R BealeSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Beale Foundation Inc
EIN
84-3188741
Phone
6082338333
Address
1232 Fourier Drive 100, Madison, WI 53717

Signing Officer

Name
John R Beale
Title
President
Signed
2024-05-03
Discuss with paid preparer
Yes

Preparer

Firm
Lucida Advisors LLC
Address
20633 Watertown Court, Brookfield, WI 53186
Preparer
Karen F Prochaska CPA
Phone
6082338333
Raw XML Appendix265 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0John R Beale
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Linda LA Beale
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2John J Beale
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3Stephanie R Beale
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Vice President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Treasurer
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3Secretary
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt06129 Sunnyslope Dr
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt16129 Sunnyslope Drive
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2PO Box 930580
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt39601 Hill Creek Drive
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0John R Beale
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-05-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Beale Foundation Inc
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0co Porter & Sack CPAs
ReturnHeader/Filer/BusinessNameControlTxt0BEAL
ReturnHeader/Filer/EIN0843188741
ReturnHeader/Filer/PhoneNum06082338333
ReturnHeader/Filer/USAddress/AddressLine1Txt01232 Fourier Drive 100
ReturnHeader/Filer/USAddress/CityNm0Madison
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd053717
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0873834167
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Lucida Advisors LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt020633 Watertown Court
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Brookfield
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd053186
ReturnHeader/PreparerPersonGrp/PhoneNum06082338333
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Karen F Prochaska CPA
ReturnHeader/ReturnTs02024-05-03T07:03:03-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0John R
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Beale
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$126,776
Liabilities
$1
Net assets
$126,776
Revenue
$4,058
Expenses
$8,270
Net income
-$4,212
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.16$0.00$1.16$0.06$0.17$0.11
2023Detailed filing. Detailed filing data is available for this year.$1.27$0.00$1.27$0.04$0.08$0.04
2022Detailed filing. Detailed filing data is available for this year.$1.31$0.00$1.31$0.11$0.17$0.28
2021Detailed filing. Detailed filing data is available for this year.$1.59$0.00$1.59$0.03$0.04$0.01
2020Detailed filing. Detailed filing data is available for this year.$1.60$0.00$1.60$0.19$0.17$0.02
2019Summary only. Only limited summary data is available for this year.$1.58$0.00$2.31$0.29$2.02